Nationwide U.S. Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 5 2 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#19 in Small Value

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.03 percent over the past year, 16.14 percent over the past three years, and 21.47 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 26.0%
3 Years (Annualized) 16.1%
5 Years (Annualized) 21.5%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund is designed to capture the returns and diversification benefits associated with equity securities of a broad and diverse cross-section of small-cap companies in the United States. The subadviser uses a market capitalization-weighted approach to invest in companies that are smaller than the 500th largest U.S. company. It buys "value stocks," which are stocks of companies that the subadviser has determined primarily to have high book values in relation to the prices at which their common stocks trade in the market.

Fees

Fees are Low compared to funds in the same category.
Nationwide U.S. Small Cap Value Fund has an expense ratio of 1.39 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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